Partners / Preferred Wealth Relationship Manager

2 days ago

Ludhiana Mumbai Thane, India QuickTurtle Full time ₹ 1,00,00,000 - ₹ 2,00,00,000 per year

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).

2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.

3) Networking and cultivating a good relationship with the clients.

4) Knowledge of - Equity and Debt based products , Loans

5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products

6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.

7) Build AUM and client base as per the target defined by the company.

8) Send news and market related inputs & reports to the clients.

Candidate Profile

1) Minimum 7 Years of experience,

2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity

3) Existing Relationship Manager - Wealth Management/ Pvt Banker,

4) Having AUM of Min Rs. 50 Cr onward _

Location-Mumbai,Thane,Ludhiana,Chandigarh,New Mumbai

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